Name
Today’s AI Playbook for Wealth Management
Date & Time
Tuesday, February 3, 2026, 10:00 AM - 11:00 AM
Speakers
Sami Tarazi, Chief Technology Officer, Praxis Solutions, Inc.
Alicia Rich, Head of Advisor, Investor and Operations Experience, Broadridge
Judy Lee, VP, Team Lead, Platform & Ops Consulting, Fidelity Investments
Michael Stern, SVP, Strategic Product Development, Orion
Sami Tarazi Alicia Rich Judy Lee Michael Stern
Description

Artificial intelligence is reshaping the wealth management landscape—but many firms are still navigating how to translate adoption into meaningful results. Uncover best practices, hear how similar firms have addressed ongoing concerns and get leads on widely used vendors that can help your firm move from experimentation to execution.

 

Location Name
Sandpiper Salon
Full Address
Sheraton San Diego Resort
1380 Harbor Island Dr
San Diego, CA 92101
United States
ORDER
5F
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